KCS - How To Apply A Write Off/Credit Note

Objective:

  • Apply a credit note on a Bill

  • Writing off a remaining balance

Environment:

  • Clio Web App

Additional Information:

 

Procedure (New Clio Experience):

  1. Locate and view the Bill that you want to apply a write off on
  2. Click the Credit notes sub-tab
  3. Click Add credit note
  4. Enter any applicable information
  5. Click Save credit note

Procedure (Previous Clio):

  1. Locate and view the Bill that you want to apply a write off on
  2. Click the Credit Note sub-tab
  3. Click Add 
  4. Enter any applicable information
  5. Click Save 
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